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QQQM vs SFY
Which ETF would AI Choose? Invesco NASDAQ 100 ETF (QQQM) vs. SoFi Select 500 ETF (SFY)
Key Takeaways
- Invesco NASDAQ 100 ETF (QQQM) tracks the Nasdaq-100 Index, offering concentrated exposure to approximately 100 large non-financial companies listed on Nasdaq, with a heavy tilt toward technology.
- SoFi Select 500 ETF (SFY) follows the Solactive SoFi US 500 Growth Index, providing exposure to 500 of the largest U.S. companies with weights adjusted by market capitalization and growth metrics such as sales and revenue trends.
- Both ETFs emphasize large-cap growth strategies but differ in breadth: QQQM excludes financials and focuses on Nasdaq-listed innovators, while SFY incorporates a broader universe with explicit growth-factor weighting.
- Cost structures favor SFY at a net expense ratio of 0.05% (after waiver) versus QQQM at 0.15%, though the waiver on SFY is contractual through mid-2026.
- Sector allocations show both heavily weighted toward technology, yet QQQM exhibits greater concentration in a narrower set of mega-cap names, while SFY spreads exposure across more holdings with growth-adjusted weights.
- Structural differences position QQQM for investors seeking pure-play Nasdaq-100 innovation exposure and SFY for those preferring diversified large-cap growth with fundamental overlays.
Introduction
Investors comparing large-cap growth strategies often evaluate funds that target high-growth U.S. equities. QQQM and SFY both deliver exposure to leading companies but employ distinct index methodologies and universes. QQQM provides targeted access to the Nasdaq-100, while SFY applies growth-factor adjustments across a wider 500-stock universe. These differences make the pair relevant for investors assessing concentration risk, cost efficiency, and thematic alignment in the current environment dominated by technology and innovation themes.
Invesco NASDAQ 100 ETF (QQQM) Overview
The Invesco NASDAQ 100 ETF (QQQM) seeks to track the Nasdaq-100 Index, which comprises the 100 largest non-financial companies listed on Nasdaq, selected by market capitalization. The fund holds approximately 100-106 securities and employs a modified market-capitalization weighting methodology with quarterly rebalancing and annual reconstitution. Top holdings typically include NVDA, AAPL, MSFT, AMZN, and MU, with the top 10 representing roughly 47% of assets. Sector allocation is dominated by technology (approximately 59%), followed by communication services and consumer discretionary. The expense ratio stands at 0.15%. As a passive, rules-based ETF, QQQM offers tax-efficient exposure to innovative large-cap growth companies outside the financial sector.
SoFi Select 500 ETF (SFY) Overview
The SoFi Select 500 ETF (SFY) tracks the Solactive SoFi US 500 Growth Index, which covers the 500 largest U.S.-listed companies by market capitalization and applies proprietary growth-factor weighting based on sales growth, revenue growth, and forward revenue estimates. The fund holds approximately 500 securities with at least 80% of assets in index components. Top holdings often feature elevated weights in names such as NVDA (around 15%), followed by MSFT, AAPL, AVGO, and MU. Sector exposure centers on technology (approximately 51%), with meaningful allocations to healthcare and financial services. The gross expense ratio is 0.19%, reduced to a net 0.05% through a contractual fee waiver. SFY operates as a passive ETF with systematic growth adjustments, providing broader diversification than narrower large-growth peers.
Industry and Thematic Backdrop
Both ETFs operate within the large-cap growth segment, heavily influenced by technology innovation, artificial intelligence adoption, and earnings momentum among mega-cap leaders. Capital flows have favored growth-oriented strategies amid expectations for continued digital transformation and productivity gains. Macroeconomic drivers include interest-rate trajectories, corporate capital expenditure on technology infrastructure, and regulatory developments around data privacy and competition in the technology sector. Risks encompass valuation compression in high-growth names, potential shifts in sector rotation toward value or defensive areas, and geopolitical tensions affecting global supply chains for semiconductors and related components.
Performance and Positioning Comparison
In recent market cycles, both funds have reflected strength in technology and growth equities, with relative performance tied to earnings delivery from top holdings and broader risk appetite. QQQM’s narrower Nasdaq-100 focus has delivered pronounced exposure to innovation themes, resulting in higher sensitivity to sector-specific volatility. SFY’s growth-factor overlay and broader 500-stock universe have provided a modest diversification buffer while maintaining emphasis on expanding revenue profiles. Positioning differences emerge in concentration: QQQM exhibits tighter clustering around a select group of mega-cap technology names, whereas SFY spreads weights across more constituents with dynamic adjustments. Volatility differentials arise from these structural choices, with QQQM typically displaying greater responsiveness to Nasdaq-centric catalysts.
AI Screener
Tickeron’s AI Screener is an AI-powered stock and ETF discovery tool that helps traders and investors filter the market based on technical patterns, fundamentals, trends, volatility, and AI-driven signals. Users can scan thousands of stocks and ETFs using customizable filters such as industry, market capitalization, technical indicators, price patterns, and performance metrics. The screener helps identify trade ideas, trending stocks, breakout candidates, and market opportunities more efficiently than manual screening. Investors seeking data-driven insights into funds like QQQM and SFY can leverage this platform to refine their analysis.
Tickeron AI Verdict
Based on observable structural attributes, SFY presents a probabilistic edge in the current environment due to its lower net expense ratio, broader diversification across 500 holdings, and growth-factor weighting that aligns with sustained revenue expansion trends among large U.S. companies. QQQM offers compelling pure-play exposure to Nasdaq innovation but carries higher concentration risk. The AI assessment favors SFY for balanced cost efficiency and risk-adjusted positioning within large-cap growth strategies.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is QQQM is a Hold and SFY is a Hold.
QQQM sees MACD Histogram crosses below signal line
QQQM saw its Moving Average Convergence Divergence Histogram (MACD) turn negative on October 13, 2026. This is a bearish signal that suggests the stock could decline going forward. Tickeron's A.I.dvisor looked at 46 instances where the indicator turned negative. In 42 of the 46 cases the stock moved lower in the days that followed. This puts the odds of a downward move at 90%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 14, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on QQQM as a result. In 74 of 85 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 87%.
QQQM moved below its 50-day moving average on October 16, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for QQQM crossed bearishly below the 50-day moving average on October 23, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 15 of 16 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 90%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where QQQM declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 81%.
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where QQQM's RSI Oscillator exited the oversold zone, 24 of 26 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 90%.
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 7 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +1.32% 3-day Advance, the price is estimated to grow further. Considering data from situations where QQQM advanced for three days, in 314 of 369 cases, the price rose further within the following month. The odds of a continued upward trend are 85%.
QQQM may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Aroon Indicator entered an Uptrend today. In 309 of 345 cases where QQQM Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 90%.
SFY's RSI Oscillator peaks and leaves overbought zone
The 10-day RSI Indicator for SFY moved out of overbought territory on October 07, 2026. This could be a sign that the stock is shifting from an upward trend to a downward trend. Traders may want to look at selling the stock or buying put options. Tickeron's A.I.dvisor looked at 47 instances where the indicator moved out of the overbought zone. In 40 of the 47 cases the stock moved lower in the days that followed. This puts the odds of a move down at 85%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 14, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on SFY as a result. In 67 of 80 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 84%.
The Moving Average Convergence Divergence Histogram (MACD) for SFY turned negative on October 14, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 50 similar instances when the indicator turned negative. In 40 of the 50 cases the stock turned lower in the days that followed. This puts the odds of success at 80%.
SFY moved below its 50-day moving average on October 22, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for SFY crossed bearishly below the 50-day moving average on October 23, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 11 of 15 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 73%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where SFY declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 75%.
Bullish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the oversold zone for 1 day, which means it's wise to expect a price bounce in the near future.
Following a +1.17% 3-day Advance, the price is estimated to grow further. Considering data from situations where SFY advanced for three days, in 291 of 351 cases, the price rose further within the following month. The odds of a continued upward trend are 83%.
SFY may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Aroon Indicator entered an Uptrend today. In 323 of 373 cases where SFY Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 87%.
| QQQM | SFY | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 90% | 1 day ago 85% |
| Stochastic ODDS (%) | 1 day ago 87% | 1 day ago 89% |
| Momentum ODDS (%) | 1 day ago 87% | 1 day ago 84% |
| MACD ODDS (%) | 1 day ago 90% | 1 day ago 80% |
| TrendWeek ODDS (%) | 1 day ago 81% | 1 day ago 78% |
| TrendMonth ODDS (%) | 1 day ago 85% | 1 day ago 83% |
| Advances ODDS (%) | 19 days ago 85% | 4 days ago 83% |
| Declines ODDS (%) | 1 day ago 81% | 1 day ago 75% |
| BollingerBands ODDS (%) | 1 day ago 90% | 1 day ago 90% |
| Aroon ODDS (%) | 1 day ago 90% | 1 day ago 87% |
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